SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 854 filers reported holding SPDR SERIES TRUST in Q4 2020. The put-call ratio across all filers is 1.09 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $12,518,000 | +3.7% | 106,490 | +312.4% | 0.58% | -0.5% |
| Q2 2021 | $12,073,000 | -99.8% | 25,825 | -59.9% | 0.58% | -11.6% |
| Q1 2021 | $7,596,722,000 | +323992.2% | 64,363 | +190.8% | 0.66% | +44.4% |
| Q4 2020 | $2,344,000 | +7.9% | 22,132 | -7.1% | 0.46% | -33.2% |
| Q3 2020 | $2,173,000 | 0.0% | 23,832 | 0.0% | 0.68% | +9.0% |
| Q2 2020 | $2,173,000 | -60.9% | 23,832 | -67.0% | 0.62% | -29.9% |
| Q1 2020 | $5,563,000 | +224.4% | 72,167 | +352.6% | 0.89% | +147.5% |
| Q4 2019 | $1,715,000 | -58.0% | 15,946 | -59.3% | 0.36% | -56.0% |
| Q3 2019 | $4,085,000 | +439.6% | 39,194 | +422.2% | 0.82% | +128.1% |
| Q2 2019 | $757,000 | -88.6% | 7,505 | -88.8% | 0.36% | -70.8% |
| Q1 2019 | $6,648,000 | -17.4% | 66,878 | -25.6% | 1.23% | -29.2% |
| Q4 2018 | $8,049,000 | – | 89,908 | – | 1.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Joel Isaacson & Co., LLC | 2,370,763 | $272,661,402 | 18.66% |
| Hyperion Partners, LLC | 161,759 | $18,603,876 | 16.06% |
| Legacy Financial Group LLC | 400,701 | $46,084,669,000 | 10.84% |
| O'Dell Group, LLC | 290,042 | $33,357,750 | 10.16% |
| Elk River Wealth Management, LLC | 393,857 | $45,297,473 | 10.02% |
| MARINO, STRAM & ASSOCIATES LLC | 271,112 | $31,180,535 | 9.13% |
| Jackson, Grant Investment Advisers, Inc. | 162,012 | $18,632,966 | 8.98% |
| Wolff Financial Management LLC | 208,129 | $23,937 | 8.17% |
| Hubbell Strickland Wealth Management, LLC | 113,763 | $13,083,897 | 7.84% |
| PETERSON WEALTH MANAGEMENT | 78,908 | $9,075,237 | 7.47% |